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Insight Capital Research & Management’s Lumentum LITE Stock Holding History

Insight Capital Research & Management’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-80,168
Closed -$3.35M – 130
2016
Q3 		$3.35M Buy
+80,168
New +$2.64M 1.49% 24

Other funds holding LITE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Capital Research & Management's LITE Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Lumentum (LITE) in Q4 2016, closing a stake of 80,168 shares — an estimated $3.35M sold.

Insight Capital Research & Management first reported a position in LITE in Q3 2016 and held it in 1 quarter. The position peaked at $3.35M in Q3 2016. 274 funds tracked by Wall St. Rank hold LITE as of Q4 2016.

  • Insight Capital Research & Management reported no remaining Lumentum position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 80,168 Lumentum shares in Q4 2016, an estimated $3.35M.
  • Insight Capital Research & Management first reported a position in Lumentum in Q3 2016 and held it in 1 quarter.
  • Insight Capital Research & Management's Lumentum position peaked at $3.35M in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Lumentum as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.